ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,895,718 | -4.3% | 93,807 | -1.5% | 7.08% | -0.3% |
| Q2 2023 | $9,298,160 | +2.7% | 95,229 | -6.7% | 7.10% | -3.9% |
| Q1 2023 | $9,057,469 | +7.5% | 102,033 | -1.3% | 7.39% | +39.9% |
| Q4 2022 | $8,429,331 | +1.8% | 103,402 | +0.1% | 5.28% | -44.8% |
| Q3 2022 | $8,281,000 | -6.0% | 103,283 | -1.9% | 9.56% | -13.0% |
| Q2 2022 | $8,810,000 | -20.3% | 105,261 | +0.6% | 10.99% | -17.9% |
| Q1 2022 | $11,057,000 | -10.3% | 104,643 | -1.9% | 13.39% | -9.1% |
| Q4 2021 | $12,333,000 | +13.0% | 106,646 | +0.1% | 14.74% | -4.3% |
| Q3 2021 | $10,911,000 | – | 106,545 | – | 15.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |